The Smart Way to Build a Plan That Gets You Funded

The Smart Way to Build a Plan That Gets You Funded

BySean El Hani

Writing a business plan can be overwhelming—especially if you need it for a loan, investor pitch, franchise, or immigration visa. The good news? You don’t have to do it alone.

Here’s a step-by-step guide to getting the help you need:

Step 1: Define Your Purpose

Why do you need a business plan?

  • SBA or bank loan
  • Investor funding
  • Immigration visa (E-2, L-1, EB-5)
  • Franchise purchase
  • Strategic launch or expansion

Knowing your purpose shapes how the plan is written.

Step 2: Gather Your Key Information

Before hiring a writer or using a service, prepare:

  • Your business idea or model
  • Investment or loan amount needed
  • Target market or customer type
  • Startup costs or existing financials
  • Location and timeline

Don’t worry if this isn’t perfect—your writer can help fill in the gaps.

Step 3: Choose a Professional Partner

Look for a service that offers:

  • U.S.-based, experienced business plan writers
  • SBA-, USCIS-, or investor-compliant formatting
  • Financial projections (5-year forecasts, break-even, cash flow)
  • Consultations and revisions

Avoid cheap, template-only services or AI-only tools that lack customization and strategy.

Step 4: Collaborate Through a Proven Process

The best services follow a structured process:

  1. Intake call or questionnaire
  2. Discovery session with a writer
  3. Research + financial modeling
  4. First draft + revisions
  5. Final delivery in PDF + editable formats

Bonus: Ask if they coordinate with your attorney or loan officer.

Step 5: Use Your Plan with Confidence

Once finalized, your plan should be:

  • Tailored to your audience
  • Data-backed and realistic
  • Ready to submit for SBA, investor, or visa review

Easy to update as your business grows

Final Tip:

A business plan isn’t just a document—it’s a launchpad. With the right help, you’ll build more than a plan—you’ll build momentum.

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